Let’s stay connected in these trying times.
At Anthony Baldi & Associates we would like to keep our clients, friends and
guests informed during this period of uncertainty.
Therefore, we will be hosting a series of weekly conference calls every
Wednesday night at 6:30pm beginning Wednesday, September 30th.
Below is our calendar of events.
September 30, 2020 – The Secure Act – 5 Key Considerations
October 7, 2020 – Market Volatility
October 14, 2020 - Legacy Planning
October 21, 2020 – Tax Efficient Retirement Income
October 28, 2020 – Plan to Give More (Estate Planning)
November 4, 2020 – 5 Things to Know about Medicare
November 11, 2020 – Plan for the Future – Maximize Social Security
November 18,2020 – Why a Roth IRA, Why Now?
December 2,2020 Helping Protect What Matters Most
December 9, 2020 – Financially Confident Women
We hope you can join us for all or some of these informative calls.
Please feel free to invite a friend or guest to join us on our calls.
Call in # 716-626-8199
Conference pin # 3296
https://www.ameripriseadvisors.com/team/anthony-baldi-associates
AMERIPRISEADVISORS.COM
Ameriprise Advisor
“The world will figure out what we really believe, by watching what we actually do.”
– Bob Goff, author of Love Does
From the classic piggy bank to dedicated savings accounts, here are some tips for teaching your kids or grandkids the value of a dollar.
TIME.COM
Why Parents Should Start Small When Teaching Their Kids About Saving
“Don't save up love like you're trying to retire on it; give it away like you're made of it.”
– Bob Goff, author of Love Does
No matter what the future may bring, we have tools to help you prepare. Let’s set up a 30-minute meeting to evaluate where you are right now and how you can make progress towards achieving your goals in this challenging environment.
Happy Fall from Anthony Baldi & Associates
Is maxing out your 401(k) enough? For high earners, only saving up to the annual IRS contribution limit may not be enough to meet spending needs in retirement.
FORBES.COM
Here’s What Maxing Out Your 401(k) Could Get You In Retirement
Staying Connected with the 3rd of 10 conference calls this Wednesday, October 14th with:
What does your legacy look like?
Ameriprise Financial Services, LLC
invites you to a special seminar,
Legacy Planning – How to transfer lifetime income to beneficiaries
Please join Anthony Baldi & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary seminar, you’ll learn about:
• Who or what’s important to you?
• What could your legacy look like?
• How could you fund your legacy?
• Are there better alternatives?
Please feel free to pass this invite along to any guests who could benefit from this information.
This is an informational seminar. There is no cost or obligation. Please use the dial in information below to join the call on Wednesday, October 14th at 6:30pm.
Dial in Phone: 716-632-8199
Conference Pin: 3296
Regularly rebalancing your long-term investments can help keep your risk tolerance and asset allocation aligned and keep you on track to your goals.
If you’d like your finances to reflect your passions or causes -- racial equality, sustainability, animal welfare or others -- here are 5 ways to be a socially conscious consumer and financial activist.
MSN.COM
5 Ways to Be a Socially Conscious Consumer and Financial Activist
Grab some coffee and call in TONIGHT at 6:30pm!
Staying Connected with the 2nd of 10 conference calls this Wednesday, October 7th with:
Learn how recent events can impact your finances
Ameriprise Financial Services, LLC
invites you to a special seminar,
Markets Update
Please join Anthony Baldi & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC.
During this complimentary seminar, you’ll learn about:
• Some factors that may contribute to market volatility
• Strategies to help weather market uncertainty
Please feel free to pass this invite along to any guests who could benefit from this information.
This is an informational seminar. There is no cost or obligation. Please use the dial in information below to join the call on Wednesday, October 7th at 6:30pm.
Dial in Phone: 716-632-8199
Conference Pin: 3296
Staying focused amidst uncertainty can help you reach your future financial goals.
This month, like every month, financial advisors are hard at work helping clients like you stay on track to achieving your financial goals.
Work toward your financial goals with personalized advice you can trust, and online tools to track your progress.
October is National Cyber Security Awareness Month. This month and every month, it’s important to be alert and aware of threats to your investments and personal information.
AMERIPRISE.COM
5 types of fraud to watch out for
When there’s uncertainty in the market, we can help you make the next right move.
YOUTUBE.COM
The next right move | Ameriprise Financial
Passing down your financial wisdom can be an enduring gift. What’s one tip you’d share with future generations?
FORBES.COM
Best Ways For Grandparents To Teach Grandkids About Money
Working toward your long-term financial goals starts with making the next right move.
Wishing our own Bill Hoock the happiest of birthdays today! Thank you for all you do!
If you’re signing up for next year’s workplace benefits, now is the best time to develop a strategy for increasing your savings. Let's connect and discuss your options.
CNBC.COM
These are your 2021 401(k) and IRA contribution limits
“It is the true duty of every man to promote the happiness of his fellow creatures to the utmost of his power.”
– William Wilberforce
